Business tools


Need some ideas on getting organised or looking to implement processes yourself (with a helping hand?) Browse below for guides, templates and editable tools to help you save time and your sanity in your marketing business.

I’m a massive fan of ClickUp, Dubsado and Google Suite apps for managing marketing service providers client and team processes.

Free editable marketing planning tool by Lucy Hayre

FREE editable marketing planning tool

 Get access to my super cool, slick AF excel marketing planner & Gannt chart template ✌️

For free 👉 You’re welcome.

Helps you plan out marketing campaigns & projects in google sheets quickly, with zero drama. See quickly what resource you need with the deadlines you need to hit.


Free editable marketing planning tool by Lucy Hayre

ClickUp business hub for Marketing service providers


Need to transform from complete chaos to cool & controlled? Let’s put your marketing business into a workspace that supports client work, day-to-day tasks, running a team and working on your goals.

Templates include:

Your personal to-do list: Don’t sweat the small stuff, keep that needle moving

CRM: Track leads and nurture your dreamy clients 

Client task and project management: Boards to manage them all without the stress and all the visibility!

Business Hub:  To store everything in your brain and step away from the spreadsheets!

Revenue and expenses: Track & analyse what’s coming in

Marketing: Strategy, social media, blog, email and a content storage space.

Outsourcing onboarding: Capture what you need from freelancers and other service providers and manage workload/track time with maximum visibility.

You in? You will need the unlimited account (only $7 or 5ish quid a month)  Hit the button below and your templates will be ready and waiting to simplify your business and give you some head space back! 


Free editable marketing planning tool by Lucy Hayre

ClickUp social media template


This planner has made literally thousands of social media posts over the years!

In the early days of my feeelance life, I was a social media manager for the family business and since then have created/scheduled content for loads of clients in all walks of life and working for marketing agencies as an associate.

I still do social media now for my direct clients and I am never far from my ClickUp content planner!

Perfect for Social media managers and Marketing agencies. 


I can’t wait to show you how good you can look in front of your clients (and save even more time).